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Retirement Solution LLC: DFUS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Retirement Solution LLC on DFUS, newest first. How the timeline and the estimate are built.

Retirement Solution LLC held 448,251 DFUS shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 448,251 shares
    Change vs previous 13F +16,768 shares

    7.18% of the 13F portfolio, value $36,729,715.

    13F-HR 0001914606-26-000006 filed by Retirement Solution LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 431,483 shares
    Change vs previous 13F -33,544 shares

    7.24% of the 13F portfolio, value $30,596,475.

    13F-HR 0001914606-26-000005 filed by Retirement Solution LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 465,027 shares
    Change vs previous 13F +17,944 shares

    7.64% of the 13F portfolio, value $34,491,024.

    13F-HR 0001914606-26-000001 filed by Retirement Solution LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 447,083 shares
    Change vs previous 13F -1,870 shares

    7.72% of the 13F portfolio, value $32,386,670.

    13F-HR/A 0001914606-26-000004 filed by Retirement Solution LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 448,953 shares
    Change vs previous 13F -8,612 shares

    7.68% of the 13F portfolio, value $30,088,857.

    13F-HR/A 0001914606-26-000003 filed by Retirement Solution LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 457,565 shares
    Change vs previous 13F -16,163 shares

    7.85% of the 13F portfolio, value $27,673,553.

    13F-HR/A 0001914606-26-000002 filed by Retirement Solution LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 473,728 shares
    Change vs previous 13F -20,998 shares

    7.91% of the 13F portfolio, value $30,200,181.

    13F-HR 0001914606-25-000001 filed by Retirement Solution LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 494,726 shares
    Change vs previous 13F not available

    7.5% of the 13F portfolio, value $30,776,128.

    13F-HR 0001914606-24-000006 filed by Retirement Solution LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).